See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,947 | $185,200-75.2% | $142,863-67.8% | $167,490-72.6% |
| Participation rate | 83.3% | 78.4%+4.9pp | 71.9%+11.4pp | 82.1%+1.2pp |
| Annual return | 17.73% | 8555.70%-8538.0pp | 5637.54%-5619.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,261 | $5,604-59.7% | $4,144-45.4% | $4,837-53.3% |
| Participant deferral / active EE | $2,905 | $4,494-35.4% | $3,837-24.3% | $6,341-54.2% |
| Admin fee / account holder | $329 | $8,031-95.9% | $6,560-95.0% | $12,309-97.3% |